Searches versus reports
If you are wondering what the difference is between searches and reports, the answer is: not very much. They both perform similar tasks and are to some extent duplicates, yet NetSuite contains both options. Let's outline the advantages of each to help you decide when to use searches or reports.
Advantages
Let's review the advantages of searches and reports.
Advantages of Saved Searches
Saved Searches have the following advantages over Reports:
- Saved Searches are better at providing lists of data, for instance, a list of customers in California.
- The results of a saved search can be leveraged elsewhere in the system, for instance, mail merges, marketing campaigns, mass updates, and, of course, the dashboard. All the custom BI tools on the dashboard, with the exception of report snapshots, are built on custom saved searches.
- As a general rule, when you're looking to report on entities (customers, vendors, employees, and partners) saved searches are usually the way to go.
- Searches...
